Alexandria Real Estate EquitARE

13F holders, Q4 2024 (December 31)
658holders +4
73new positions
85sold out
6famous investors
$97.63avg. 13F price*

At the end of Q4 2024, 658 institutions reported holding Alexandria Real Estate Equit (ARE) in their 13F filings, up 4 from Q3 2024. 73 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock, Inc. ($1.7B) and Norges Bank ($1.6B). 6 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Alexandria Real Estate Equit
Sector
Real Estate
CUSIP
015271109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 649Q1 2024Q2 2024: 675Q2 2024Q3 2024: 654Q3 2024Q4 2024: 658Q4 2024Q1 2025: 670Q1 2025Q2 2025: 665Q2 2025Q3 2025: 704Q3 2025Q4 2025: 600Q4 2025Q1 2026: 571Q1 2026Q2 2026: 598Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions73$465.7M
Exits85$202.8M

All 13F filers, Q3 2024 → Q4 2024: 19,775,974 shares bought and 15,251,770 shares sold, net +4,524,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 658 holders

Vanguard Group Inc. 0.04% Reduce -0.3% 26,021,083 $2.5B
BlackRock, Inc. 0.04% Add +2.6% 17,824,926 $1.7B
Norges Bank 0.21% No change 16,457,471 $1.6B
State Street Corp. 0.04% Reduce -0.6% 10,524,591 $1.0B
JPMorgan Chase & Co. 0.06% Add +212.9% 8,265,880 $806.3M
APG Asset Management US Inc. 5.06% Reduce -2.4% 6,832,496 $666.5M
Geode Capital Management, LLC 0.03% Add +2.4% 4,135,591 $402.5M
Canada Pension Plan Investment Board 0.38% Reduce -0.3% 4,112,144 $401.1M
Capital World Investors 0.05% New 3,351,702 $327.0M
Northern Trust Corp. 0.04% Add +67.9% 2,565,406 $250.3M
Charles Schwab Investment Management Inc. 0.04% Add +0.6% 2,466,187 $240.6M
Dimensional Fund Advisors LP 0.06% Add +0.2% 2,351,852 $229.4M
Victory Capital Management Inc. 0.23% Reduce -35.6% 2,334,977 $227.8M
Legal & General Group Plc 0.06% Reduce -5.1% 2,301,472 $224.5M
Invesco Ltd. 0.04% Reduce -40.4% 2,264,780 $220.9M
Principal Financial Group Inc. 0.09% Reduce -63.9% 1,687,936 $164.7M
M&G PLC 1.02% Reduce -0.7% 1,622,108 $159.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +1038.4% 1,610,074 $157.1M
Morgan Stanley 0.01% Reduce -0.9% 1,526,595 $148.9M
Goldman Sachs Group Inc. 0.03% Reduce -23.6% 1,518,909 $148.2M
Nuveen Asset Management, LLC 0.03% Add +24.1% 1,193,491 $116.4M
Bank of America Corp. 0.01% Reduce -8.6% 1,164,554 $113.6M
Bank of New York Mellon Corp 0.02% Reduce -1.1% 1,146,128 $111.8M
HSBC Holdings PLC 0.07% Add +14.9% 1,090,049 $106.3M
PGGM Investments 1.24% Add +3602.0% 958,857 $93.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +5.0% 903,541 $88.1M
Amundi 0.03% Add +8.8% 876,650 $85.4M
UBS Group AG 0.02% Add +46.2% 870,645 $84.9M
NFJ Investment Group, LLC 2.64% Reduce -0.6% 844,192 $82.4M
CCLA Investment Management 1.30% Add +4.0% 841,435 $82.0M
Massachusetts Financial Services Co. 0.03% Reduce -26.7% 826,386 $80.6M
Deutsche Bank AG 0.03% Add +44.5% 755,835 $73.7M
Crawford Investment Counsel Inc. 1.27% Reduce -7.3% 725,203 $70.7M
Schroder Investment Management Group 0.07% Reduce -10.2% 711,186 $68.6M
Federated Hermes, Inc. 0.15% Add +20.4% 695,137 $67.8M
T. Rowe Price Associates Inc. 0.01% Add +1.8% 689,248 $67.2M
Baron Capital (BAMCO) 0.17% Reduce -18.3% 686,832 $67.0M
BNP Paribas Financial Markets 0.05% Add +44.9% 630,780 $61.5M
Thrivent Financial for Lutherans 0.12% Add +1.7% 619,715 $60.5M
Lasalle Investment Management Securities LLC 2.41% Add +33.8% 585,280 $57.1M
Clearbridge Investments, LLC 0.04% Reduce -6.3% 560,512 $54.7M
Royal Bank of Canada 0.01% Add +70.6% 560,065 $54.6M
Fort Washington Investment Advisors Inc. 0.32% Add +17.4% 554,863 $54.1M
Centersquare Investment Management LLC 0.55% Reduce -43.4% 531,262 $51.8M
Envestnet Asset Management Inc. 0.02% Add +25.2% 526,960 $51.4M
UniSuper Management Pty Ltd 0.34% Reduce -8.8% 486,185 $47.4M
Analyst IMS Investment Management Services Ltd. 1.74% Add +170.1% 486,103 $47.4M
Earnest Partners LLC 0.21% Add +0.6% 479,469 $46.8M
Bessemer Group Inc. 0.08% Reduce -4.3% 472,943 $46.1M
Wells Fargo & Company 0.01% Add +1.6% 459,766 $44.9M
Swiss National Bank 0.03% Reduce -4.6% 444,700 $43.4M
STRS Ohio 0.16% Reduce -5.6% 421,035 $41.1M
Arrowstreet Capital, Limited Partnership 0.03% Add +42.7% 419,015 $40.9M
Millennium Management 0.03% Add +49.7% 396,186 $38.6M
Bank of Montreal 0.02% Add +6.1% 383,558 $37.4M
Adelante Capital Management LLC 2.30% Add +59.0% 357,889 $34.9M
Raymond James Financial Inc. 0.01% — 350,282 $34.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +0.6% 339,699 $33.7M
CI Investments Inc. 0.12% Reduce -1.9% 335,897 $32.8M
Heitman Real Estate Securities LLC 2.10% Add +3321.8% 334,962 $32.7M
CANADA LIFE ASSURANCE Co 0.05% Add +3.4% 325,801 $31.7M
Alliancebernstein L.P. 0.01% Reduce -60.4% 301,288 $29.4M
Rhumbline Advisers 0.03% Reduce -1.8% 299,723 $29.2M
California Public Employees Retirement System 0.02% Reduce -1.4% 292,208 $28.5M
Asset Management One Co., Ltd. 0.10% Add +0.1% 288,498 $28.4M
First Financial Bankshares Inc 0.61% Add +15.8% 290,538 $28.3M
FMR LLC 0.00% Reduce -31.4% 287,859 $28.1M
Border to Coast Pensions Partnership Ltd 0.54% Add +3.6% 285,000 $27.8M
Public Employees Retirement System of Ohio 0.10% New 283,346 $27.6M
Qube Research & Technologies Ltd 0.04% Add +154.8% 281,824 $27.5M
LPL Financial LLC 0.01% Add +45.6% 260,485 $25.4M
Worldquant Millennium Advisors LLC 0.16% Add +52.4% 259,505 $25.3M
Prudential Financial Inc. 0.03% Reduce -34.5% 256,328 $25.0M
Nomura Asset Management Co. Ltd. 0.07% Add +3.8% 251,455 $24.5M
AQR Capital Management 0.03% Add +495.8% 248,047 $24.1M
New York State Common Retirement Fund 0.03% Reduce -2.6% 244,840 $23.9M
Barclays PLC 0.01% Reduce -25.0% 244,758 $23.9M
National Pension Service 0.02% Reduce -6.2% 229,899 $22.4M
California State Teachers Retirement System 0.02% Reduce -6.4% 218,289 $21.3M
Ameriprise Financial Inc. 0.01% Reduce -31.3% 212,850 $20.8M
Citigroup Inc. 0.02% Reduce -10.5% 198,556 $19.4M
Balyasny Asset Management L.P. 0.05% Reduce -4.5% 195,050 $19.0M
Susquehanna International Group, LLP 0.03% Add +222.1% 192,365 $18.8M
CBRE Investment Management Listed Real Assets LLC 0.33% Reduce -39.2% 189,350 $18.5M
Schonfeld Strategic Advisors LLC 0.11% Add +3106.8% 183,940 $17.9M
Senvest Management, LLC 0.55% New 183,500 $17.9M
Van Lanschot Kempen Investment Management N.V. 0.18% Reduce -3.1% 182,880 $17.8M
AXA S.A. 0.05% Reduce -14.0% 179,214 $17.5M
Macquarie Group Ltd. 0.02% Reduce -74.8% 186,326 $17.4M
Triodos Investment Management BV 1.36% Add +20.4% 172,450 $16.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +17.1% 170,606 $16.6M
KBC Group NV 0.04% Reduce -4.5% 161,797 $15.8M
State of New Jersey Common Pension Fund D 0.06% Reduce -3.6% 158,225 $15.4M
State Board of Administration of Florida Retirement System 0.03% Add +1.6% 158,097 $15.4M
New York State Teachers Retirement System 0.03% Add +16.3% 153,301 $15.0M
TD Waterhouse Canada Inc. 0.12% Add +6.8% 150,687 $14.7M
Davis Selected Advisers 0.09% Add +5.7% 150,197 $14.7M
TD Asset Management Inc 0.01% Add +1.7% 149,929 $14.6M
DekaBank Deutsche Girozentrale 0.03% No change 147,014 $14.5M
Two Sigma Advisers, LP 0.03% Add +346.1% 138,300 $13.5M
Aberdeen Group plc 0.03% Reduce -4.7% 136,847 $13.3M
Russell Investments Group, Ltd. 0.02% Reduce -14.9% 134,027 $13.1M
PNC Financial Services Group, Inc. 0.01% Reduce -10.5% 130,890 $12.8M
Gradient Investments LLC 0.25% Add +22.4% 128,733 $12.6M
Retirement Systems of Alabama 0.04% Reduce -0.5% 123,711 $12.1M
Tredje AP-fonden 0.10% Reduce -9.9% 118,509 $11.6M
Handelsbanken Fonder AB 0.04% Add +37.7% 118,454 $11.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -7.8% 112,175 $10.9M
Natixis Advisors, LLC 0.02% Reduce -7.8% 110,771 $10.8M
Susquehanna Fundamental Investments, LLC 0.18% — 109,894 $10.7M
Lazard Asset Management LLC 0.02% Reduce -10.8% 109,471 $10.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +235.1% 109,353 $10.7M
Hutchinson Capital Management 2.00% Add +25.0% 108,618 $10.6M
Stifel Financial Corp. 0.01% Add +30.3% 106,068 $10.3M
Citadel Advisors 0.01% Reduce -83.6% 102,540 $10.0M
State of Alaska, Department of Revenue 0.11% Reduce -1.2% 101,306 $9.9M
Robeco Institutional Asset Management B.V. 0.02% Add +1.8% 100,964 $9.8M
Swedbank AB 0.01% Reduce -5.3% 100,028 $9.8M
Mizuho Markets Americas LLC 0.19% New 100,000 $9.8M
Pictet Asset Management Holding SA 0.01% Reduce -4.2% 99,621 $9.7M
Allianz Asset Management GmbH 0.01% Reduce -7.0% 98,742 $9.6M
Sei Investments Co. 0.01% Reduce -4.8% 98,206 $9.6M
Aristotle Atlantic Partners, LLC 0.30% Reduce -6.4% 97,813 $9.5M
Aviva PLC 0.02% Add +1337.9% 95,546 $9.3M
KLP Kapitalforvaltning As 0.04% — 92,390 $9.1M
First Trust Advisors LP 0.01% Add +10.5% 91,874 $9.0M
Capital Fund Management S.A. 0.09% Add +152.9% 90,763 $8.9M
Danske Bank A/S 0.03% Add +23.9% 89,593 $8.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +39.3% 89,422 $8.7M
Hudson Bay Capital Management LP 0.06% New 88,628 $8.6M
ABN AMRO Bank N.V. 0.12% New 89,358 $8.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% — 88,240 $8.6M
Quantinno Capital Management LP 0.08% Add +265.6% 87,481 $8.5M
Los Angeles Capital Management LLC 0.03% Reduce -31.1% 87,250 $8.5M
Resona Asset Management Co.,Ltd. 0.05% Add +0.7% 86,721 $8.5M
Tudor Investment Corporation 0.09% Reduce -51.3% 86,717 $8.5M
State of Wisconsin Investment Board 0.02% Reduce -15.8% 86,200 $8.4M
Korea Investment CORP 0.02% Add +66.9% 85,855 $8.4M
NorthCoast Asset Management LLC 0.04% Add +0.3% 85,236 $8.3M
APG Asset Management N.V. 0.02% New 86,700 $8.2M
Toronto Dominion Bank 0.02% Add +8.0% 83,423 $8.1M
DNB Asset Management AS 0.03% Reduce -16.2% 81,906 $8.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.2% 81,620 $8.0M
Leeward Investments, LLC - MA 0.39% Reduce -3.8% 79,505 $7.8M
Treasurer of the State of North Carolina 0.03% Add +0.6% 76,178 $7.4M
Van Eck Associates Corp. 0.01% Reduce -0.0% 75,712 $7.4M
Royal London Asset Management Ltd. 0.02% Add +11.3% 74,903 $7.3M
Washington Trust Advisors, Inc. 0.60% Add +57.5% 74,055 $7.2M
Daiwa Securities Group Inc. 0.03% Add +1.7% 73,641 $7.2M
National Bank of Canada 0.01% Reduce -78.7% 72,838 $7.1M
Ensign Peak Advisors, Inc 0.01% Add +11.0% 71,561 $7.0M
Truist Financial Corp. 0.01% Add +16.4% 70,910 $6.9M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -37.8% 70,819 $6.9M
Nuance Investments, LLC 0.28% New 70,592 $6.9M
Cibc World Markets Corp. 0.04% Add +12.0% 69,861 $6.8M
IFM Investors Pty Ltd 0.07% Reduce -5.1% 69,586 $6.8M
Vert Asset Management LLC 2.32% Add +13.8% 69,445 $6.8M
Hahn Capital Management LLC 2.92% Add +50.5% 68,370 $6.7M
Chilton Capital Management LLC 0.28% Add +5861.4% 67,424 $6.6M
Natixis 0.04% Add +320.4% 66,270 $6.5M
Franklin Resources Inc. 0.00% Reduce -18.7% 66,080 $6.4M
Banque Pictet & Cie SA 0.06% Add +2377.9% 63,780 $6.2M
Motley Fool Wealth Management, LLC 0.32% Reduce -11.0% 63,646 $6.2M
Storebrand Asset Management As 0.02% Reduce -2.5% 62,515 $6.1M
Cibc World Market Inc. 0.01% Add +14.5% 61,647 $6.0M
Employees Retirement System of Texas 0.06% Reduce -39.0% 61,000 $6.0M
Edgemoor Investment Advisors, Inc. 0.50% Reduce -9.1% 57,928 $5.7M
Cerity Partners LLC 0.01% Reduce -10.3% 48,761 $5.5M
Nexpoint Asset Management, L.P. 0.64% No change 56,000 $5.5M
American Century Companies Inc. 0.00% Reduce -1.9% 55,819 $5.4M
River Road Asset Management, LLC 0.07% Reduce -3.6% 54,188 $5.3M
MBB Public Markets I LLC 0.61% Reduce -67.5% 52,630 $5.1M
Nisa Investment Advisors, LLC 0.02% Reduce -9.7% 51,312 $5.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +4.0% 52,006 $5.1M
Wolverine Trading, LLC 0.11% Add +2511.4% 51,758 $5.1M
Zions Bancorporation, N.A. 0.31% Add +67.0% 50,530 $4.9M
Holocene Advisors, LP 0.02% Add +21.0% 50,145 $4.9M
Calamos Advisors LLC 0.03% No change 50,073 $4.9M
Duff & Phelps Investment Management Co. 0.06% No change 49,651 $4.8M
Bourgeon Capital Management LLC 0.88% Reduce -10.1% 47,424 $4.6M
Simplex Trading, LLC 0.13% Add +1435.7% 47,131 $4.6M
Voya Investment Management LLC 0.01% Reduce -7.4% 46,672 $4.6M
MetLife Investment Management, LLC 0.02% Add +1.2% 46,042 $4.5M
State of Tennessee, Department of Treasury 0.02% Reduce -3.9% 45,827 $4.5M
Arizona State Retirement System 0.03% Add +1.4% 45,727 $4.5M
Intact Investment Management Inc. 0.15% Reduce -9.6% 45,300 $4.4M
CIBC Asset Management Inc 0.01% Add +19.6% 44,572 $4.3M
ProShare Advisors LLC 0.01% Add +53.8% 42,925 $4.2M
Sarasin & Partners LLP 0.05% Reduce -5.6% 42,711 $4.2M
State of Michigan Retirement System 0.02% Reduce -0.5% 42,218 $4.1M
Assetmark, Inc. 0.01% Add +11.2% 41,915 $4.1M
Nissay Asset Management Corp. /Japan 0.02% Add +1.4% 41,320 $4.1M
Leibman Financial Services, Inc. 2.96% Add +21.4% 41,580 $4.1M
Credit Agricole S A 0.01% Add +85.8% 41,161 $4.0M
Nicholas Company, Inc. 0.06% New 40,965 $4.0M
Vestcor Inc 0.13% Add +41.2% 40,871 $4.0M
New Age Alpha Advisors, LLC 0.16% New 40,653 $4.0M
Vinva Investment Management Ltd 0.15% Add +0.9% 40,237 $3.9M
Public Sector Pension Investment Board 0.02% Add +48.4% 40,338 $3.9M
Tang Capital Management LLC 0.26% No change 40,000 $3.9M
Vident Advisory, LLC 0.07% Reduce -34.0% 39,532 $3.9M
USS Investment Management Ltd 0.03% Reduce -24.0% 39,262 $3.8M
DAVENPORT & Co LLC 0.02% Reduce -93.8% 38,781 $3.8M
Achmea Investment Management B.V. 0.06% Reduce -21.8% 38,640 $3.8M
Agf Management Ltd. 0.02% Add +20.2% 38,299 $3.7M
Michelson Medical Research Foundation, Inc. 3.04% No change 37,230 $3.6M
Corebridge Financial, Inc. 0.02% Reduce -4.7% 36,952 $3.6M
Wellington Management Group LLP 0.00% Add +33.9% 36,713 $3.6M
Forsta Ap-Fonden 0.03% Add +6.4% 36,400 $3.6M
Mutual of America Capital Management LLC 0.04% Reduce -0.3% 36,364 $3.5M
Ieq Capital, LLC 0.03% Add +354.0% 36,164 $3.5M
Morgan Dempsey Capital Management LLC 1.38% New 34,588 $3.4M
Crawford Fund Management, LLC 2.25% New 34,500 $3.4M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -55.2% 34,065 $3.3M
FineMark National Bank & Trust 0.12% Reduce -12.0% 33,820 $3.3M
Czech National Bank 0.03% Add +6.3% 33,724 $3.3M
Motley Fool Asset Management LLC 0.17% Add +9.4% 33,472 $3.3M
Geneos Wealth Management Inc. 0.11% Add +7.7% 32,532 $3.2M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 31,614 $3.1M
Thompson Investment Management, Inc. 0.45% Add +3.0% 31,630 $3.1M
Marshall Wace, LLP 0.00% New 31,400 $3.1M
Swiss Life Asset Management Ltd 0.02% Add +6.3% 31,276 $3.0M
Advocate Group LLC 0.57% Add +6.7% 30,937 $3.0M
Amalgamated Bank 0.02% Reduce -2.2% 30,825 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +9.3% 30,297 $3.0M
Nebula Research & Development LLC 0.35% New 30,202 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +14.8% 30,153 $2.9M
Garland Capital Management Inc. 2.37% Add +0.6% 29,580 $2.9M
Core Alternative Capital 0.59% Add +6.7% 29,164 $2.8M
Utah Retirement Systems 0.03% No change 28,558 $2.8M
Lecap Asset Management Ltd. 0.75% New 28,194 $2.8M
Commerzbank Aktiengesellschaft 0.07% Add +40.7% 27,741 $2.7M
Naples Global Advisors, LLC 0.25% Add +0.1% 27,357 $2.7M
MML Investors Services, LLC 0.01% Add +30.3% 26,173 $2.6M
Cetera Investment Advisers 0.01% Add +35.0% 25,980 $2.5M
Foresight Group Ltd Liability Partnership 0.39% Reduce -20.4% 25,857 $2.5M
Aew Capital Management L P 0.12% Reduce -4.5% 25,810 $2.5M
Community Trust & Investment Co. 0.15% Add +4.8% 25,672 $2.5M
Guggenheim Capital LLC 0.02% Reduce -87.0% 25,312 $2.5M
Yousif Capital Management, LLC 0.03% Reduce -2.6% 25,147 $2.5M
Socorro Asset Management LP 1.01% Reduce -68.2% 25,132 $2.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -3.9% 25,086 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% — 25,015 $2.4M
Centiva Capital, LP 0.09% New 24,479 $2.4M
Atria Investments, Inc 0.03% Reduce -19.8% 24,269 $2.4M
Truvestments Capital LLC 0.61% Add +6.8% 24,229 $2.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +33.5% 23,488 $2.3M
Pathstone Holdings, LLC 0.01% Add +41.4% 23,179 $2.3M
Janney Montgomery Scott LLC 0.01% Reduce -35.9% 23,274 $2.3M
Nomura Holdings Inc. 0.01% New 23,188 $2.3M
New York Life Investment Management LLC 0.02% Reduce -46.8% 23,170 $2.3M
Metis Global Partners, LLC 0.07% Reduce -37.5% 23,060 $2.2M
Xponance LLC 0.02% Reduce -1.1% 22,691 $2.2M
HRT Financial LP 0.01% Add +769.0% 22,056 $2.2M
Hohimer Wealth Management, LLC 0.40% Reduce -12.7% 21,636 $2.1M
Candriam S.C.A. 0.01% Add +1.9% 21,592 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +36.1% 21,580 $2.1M
Ossiam 0.04% Add +36.8% 20,854 $2.0M
Allstate Corp. 0.06% New 20,583 $2.0M
Corient Private Wealth LP 0.00% Reduce -80.7% 20,551 $2.0M
Rafferty Asset Management, LLC 0.01% Reduce -16.0% 20,463 $2.0M
Janus Henderson Group PLC 0.00% Reduce -13.3% 20,469 $2.0M
TD Private Client Wealth LLC 0.06% Add +58.2% 20,290 $2.0M
Pensionfund PDN 1.22% Reduce -19.8% 20,200 $2.0M
Quantbot Technologies LP 0.07% Reduce -44.9% 19,938 $1.9M
ING Groep NV 0.01% Reduce -4.6% 19,866 $1.9M
Knights of Columbus Asset Advisors LLC 0.13% No change 19,717 $1.9M
Green Alpha Advisors, LLC 1.53% Add +23.4% 19,568 $1.9M
M&T Bank Corp 0.01% Add +0.7% 19,478 $1.9M
US Bancorp \de 0.00% Reduce -5.3% 19,390 $1.9M
Bridgefront Capital, LLC 0.64% New 19,362 $1.9M
Man Group plc 0.01% Reduce -26.2% 19,271 $1.9M
Curi Capital, LLC 0.04% Add +4.6% 19,002 $1.9M
Tidal Investments LLC 0.01% Add +11.4% 18,729 $1.8M
Lansforsakringar Fondforvaltning AB (publ) 0.01% — 18,705 $1.8M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 18,700 $1.8M
Bank of Nova Scotia 0.00% Reduce -8.2% 18,694 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -32.7% 18,686 $1.8M
HighTower Advisors, LLC 0.00% Reduce -92.3% 18,662 $1.8M
Taylor Frigon Capital Management LLC 0.90% Reduce -1.1% 18,239 $1.8M
Inspire Investing, LLC 0.20% Reduce -4.2% 18,121 $1.8M
Impax Asset Management Group plc 0.01% Reduce -90.6% 17,955 $1.8M
Jane Street Group, LLC 0.00% Reduce -78.3% 17,820 $1.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -30.7% 17,656 $1.7M
Orion Portfolio Solutions, LLC 0.02% Reduce -30.7% 17,656 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -15.5% 17,625 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -15.5% 17,135 $1.7M
Squarepoint Ops LLC 0.00% Reduce -66.5% 16,359 $1.6M
Fulton Bank, N.A. 0.06% Add +77.7% 16,165 $1.6M
Creative Planning 0.00% Add +4.7% 16,134 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Add +6.8% 15,647 $1.5M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -15.1% 15,532 $1.5M
Engineers Gate Manager LP 0.03% Add +107.7% 15,352 $1.5M
Stamos Capital Partners, L.P. 0.35% Add +50.3% 15,260 $1.5M
Two Sigma Investments, LP 0.00% Reduce -78.8% 15,170 $1.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Reduce -45.6% 15,052 $1.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -86.6% 14,845 $1.4M
Telos Capital Management, Inc. 0.15% Add +26.1% 14,819 $1.4M
Mizuho Securities USA LLC 0.03% Add +46.0% 14,741 $1.4M
Paralel Advisors LLC 0.06% New 14,500 $1.4M
Neuberger Berman Group LLC 0.00% Reduce -79.6% 14,279 $1.4M
Captrust Financial Advisors 0.00% Reduce -10.6% 13,853 $1.4M
Fifth Third Bancorp 0.00% Add +16.0% 13,669 $1.3M
Norinchukin Bank, The 0.03% Add +1.8% 13,627 $1.3M
Avanza Fonder AB 0.04% — 13,443 $1.3M
Oregon Public Employees Retirement Fund 0.02% Add +0.1% 13,364 $1.3M
Ethic Inc. 0.03% Reduce -52.1% 13,338 $1.3M
Elo Mutual Pension Insurance Co 0.03% Reduce -4.8% 13,304 $1.3M
Oak Thistle LLC 0.38% New 13,221 $1.3M
Sterling Capital Management LLC 0.02% Reduce -47.8% 13,165 $1.3M
Pacer Advisors, Inc. 0.00% Add +12.4% 13,077 $1.3M
Inspire Trust Co, N.A. 0.32% Add +30.0% 13,000 $1.3M
IMC-Chicago, LLC 0.03% New 12,995 $1.3M
Illinois Municipal Retirement Fund 0.02% No change 12,966 $1.3M
Abundance Wealth Counselors 0.27% Reduce -4.5% 12,766 $1.2M
First Foundation Advisors 0.05% Reduce -5.8% 12,291 $1.2M
Nordea Investment Management AB 0.00% No change 12,188 $1.2M
Vanderbilt University 0.23% New 11,927 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.14% Reduce -12.0% 11,914 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -48.2% 11,810 $1.2M
Presima Securities ULC 0.28% No change 11,725 $1.1M
Pathway Financial Advisers, LLC 0.38% Reduce -2.8% 11,656 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% Add +11.1% 11,523 $1.1M
First Hawaiian Bank 0.04% Reduce -0.4% 11,522 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.1% 11,483 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,478 $1.1M
Cascade Investment Advisors, Inc. 0.71% Add +12.7% 11,355 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.4% 11,332 $1.1M
Infrastructure Capital Advisors, LLC 0.19% Add +4.8% 11,319 $1.1M
Dark Forest Capital Management LP 0.16% New 11,262 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +146.9% 11,236 $1.1M
DoubleLine ETF Adviser LP 0.29% Add +0.8% 11,203 $1.1M
Penserra Capital Management LLC 0.02% Add +74100.0% 11,130 $1.1M
Evelyn Partners Investment Management LLP 0.04% — 11,060 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +40.4% 11,029 $1.1M
FIL Ltd 0.00% Reduce -58.0% 10,851 $1.1M
First Bank & Trust 0.20% New 10,794 $1.1M
Kentucky Retirement Systems 0.03% Reduce -1.4% 10,698 $1.0M
Arbor Capital Management Inc. 1.01% Add +12.3% 10,637 $1.0M
Kennedy Capital Management LLC 0.02% Reduce -85.8% 10,542 $1.0M
LDR Capital Management LLC 1.95% New 10,430 $1.0M
Raleigh Capital Management Inc. 0.39% Add +61.2% 10,403 $1.0M
Cwm, LLC 0.00% Add +97.9% 10,339 $1.0M
Mariner, LLC 0.00% Reduce -4.3% 10,193 $994K
Mackenzie Financial Corp. 0.00% Reduce -27.4% 9,937 $969K
Magnetar Financial LLC 0.03% New 9,923 $968K
Scientech Research LLC 0.27% Reduce -3.6% 9,652 $942K
Maryland State Retirement & Pension System 0.02% Reduce -3.1% 9,587 $935K
Hartford Investment Management Co. 0.03% Reduce -1.9% 9,510 $928K
Malaga Cove Capital, LLC 0.36% Reduce -9.8% 9,473 $924K
Woodline Partners LP 0.01% New 9,301 $907K
&partners 0.01% Add +73.2% 9,140 $906K
Pensionfund Sabic 0.24% No change 9,250 $902K
Hilton Capital Management, LLC 0.08% Add +4.6% 9,204 $898K
Copeland Capital Management, LLC 0.02% Reduce -8.9% 9,056 $884K
Harvest Portfolios Group Inc. 0.03% Add +15.9% 8,990 $877K
Callan Capital, LLC 0.06% Add +1.3% 8,946 $873K
Mattson Financial Services, LLC 0.27% Reduce -25.7% 7,227 $858K
Brevan Howard Capital Management LP 0.02% Reduce -4.1% 8,647 $844K
Osaic Holdings, Inc. 0.00% Add +27.9% 8,484 $829K
Naviter Wealth, LLC 0.10% Reduce -37.5% 8,335 $824K
Kavar Capital Partners Group, LLC 0.14% Reduce -32.1% 8,406 $820K
Louisiana State Employees Retirement System 0.02% Reduce -4.5% 8,400 $819K
Securian Asset Management, Inc. 0.02% Reduce -2.5% 8,355 $815K
Wealthfront Advisers LLC 0.00% Reduce -81.0% 8,343 $814K
Investment Management Corp of Ontario 0.03% Add +59.1% 8,338 $813K
Ofi Invest Asset Management 0.02% — 8,554 $806K
Opinicus Capital, Inc. 0.66% Reduce -16.1% 7,994 $780K
Paradigm Asset Management Co. LLC 0.21% New 7,800 $761K
New Mexico Educational Retirement Board 0.02% Reduce -3.9% 7,400 $722K
Abel Hall, LLC 0.46% New 7,342 $716K
Legacy Capital Group California, Inc. 0.22% Add +24.6% 7,327 $715K
Kingswood Wealth Advisors, LLC 0.05% Reduce -24.1% 7,228 $705K
E. Ohman J:or Asset Management AB 0.02% No change 7,100 $693K
EntryPoint Capital, LLC 0.29% New 7,099 $693K
Tower Research Capital LLC (TRC) 0.01% Reduce -63.4% 6,964 $679K
OMERS ADMINISTRATION Corp 0.01% Add +19.5% 6,875 $671K
Jump Financial, LLC 0.01% Add +48.3% 6,627 $646K
Main Management ETF Advisors, LLC 0.03% Reduce -8.3% 6,408 $625K
Pasadena Private Wealth, LLC 0.12% Reduce -33.5% 6,180 $603K
Empowered Funds, LLC 0.01% Add +112.2% 6,159 $601K
Old Mission Capital LLC 0.01% New 6,142 $599K
NEOS Investment Management LLC 0.01% Add +25.6% 6,074 $593K
J. W. Coons Advisors, LLC 0.15% No change 5,945 $580K
Flagship Harbor Advisors, LLC 0.03% Reduce -2.3% 5,944 $580K
Freedom Investment Management, Inc. 0.05% Add +22.9% 5,836 $569K
Park Avenue Securities LLC 0.01% Add +65.7% 5,806 $566K
Quadrature Capital Ltd 0.01% Reduce -44.5% 5,741 $560K
Capital Square, LLC 0.32% Reduce -5.3% 5,502 $559K
Lido Advisors, LLC 0.00% Add +19.4% 5,527 $546K
Fourpath Capital Management, LLC 0.10% Add +59.8% 5,565 $543K
American Assets Capital Advisers, LLC 0.18% Reduce -91.0% 5,532 $540K
Oppenheimer & Co. Inc. 0.01% No change 5,508 $537K
Jefferies Financial Group Inc. 0.01% Add +4.5% 5,380 $525K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 5,358 $523K
Exchange Traded Concepts, LLC 0.01% Add +4.5% 5,241 $511K
Snowden Capital Advisors LLC 0.02% Add +1.5% 4,968 $491K
Virtu Financial LLC 0.03% Add +113.9% 4,967 $484K
Sandy Spring Bank 0.02% Reduce -14.2% 4,946 $482K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 4,938 $482K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.1% 4,909 $479K
Benjamin Edwards Inc. 0.01% Add +52.5% 4,901 $478K
Spirit of America Management Corp. 0.10% Reduce -9.3% 4,850 $473K
Quantitative Investment Management, LLC 0.04% Add +38.0% 4,852 $473K
Panagora Asset Management Inc. 0.00% New 4,785 $467K
Investor's Fiduciary Advisor Network, LLC 0.18% — 4,761 $464K
Boston Common Asset Management, LLC 0.01% Add +4.9% 4,670 $456K
Bank of Stockton 0.14% Reduce -3.1% 4,643 $453K
Verdence Capital Advisors LLC 0.04% Reduce -18.7% 4,558 $445K
Verition Fund Management LLC 0.00% Reduce -84.5% 4,452 $434K
Arkadios Wealth Advisors 0.02% Add +6.1% 4,449 $434K
Brown Financial Advisors 0.17% Add +26.6% 4,416 $431K
Boothbay Fund Management, LLC 0.01% New 4,344 $424K
Capstone Investment Advisors, LLC 0.01% Add +61.8% 4,333 $423K
Gsa Capital Partners LLP 0.03% New 4,319 $421K
Copley Financial Group, Inc. 0.32% Add +21.3% 4,293 $419K
Consolidated Portfolio Review Corp 0.07% Add +18.7% 4,290 $419K
Savant Capital, LLC 0.00% New 4,290 $419K
MIdWestOne Financial Group, Inc. 0.06% Reduce -66.5% 4,277 $417K
Mercer Global Advisors Inc. 0.00% New 4,173 $407K
Wahed Invest LLC 0.07% Reduce -2.5% 4,098 $400K
Hantz Financial Services, Inc. 0.01% Reduce -0.8% 4,086 $399K
Sumitomo Life Insurance Co. 0.01% Reduce -2.0% 3,982 $388K
O'shaughnessy Asset Management, LLC 0.00% Reduce -38.8% 3,965 $387K
Huntington National Bank 0.00% Add +2.1% 3,944 $385K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 3,839 $375K
Federation des caisses Desjardins du Quebec 0.00% Add +69.6% 3,827 $373K
Carmel Capital Partners, LLC 0.15% Add +18.4% 3,795 $370K
Evergreen Capital Management LLC 0.01% Add +26.3% 3,745 $370K
Commerce Bank 0.00% Reduce -48.9% 3,747 $366K
Kestra Advisory Services, LLC 0.00% New 3,705 $361K
Sage Investment Counsel LLC 0.47% — 3,702 $361K
Intech Investment Management LLC 0.00% New 3,691 $360K
NorthRock Partners, LLC 0.01% Add +13.8% 3,488 $345K
Group One Trading LLC 0.01% New 3,461 $338K
Edgestream Partners, L.P. 0.01% Reduce -53.8% 3,453 $337K
SG Americas Securities, LLC 0.00% Reduce -89.0% 3,412 $333K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -72.0% 3,409 $333K
Steward Partners Investment Advisory, LLC 0.00% Reduce -23.0% 3,374 $329K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.6% 3,370 $329K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.20% — 3,368 $329K
Apollon Wealth Management, LLC 0.01% Add +29.9% 3,317 $324K
Gotham Asset Management 0.00% Reduce -79.6% 3,294 $321K
TT Capital Management LLC 0.25% — 3,150 $314K
Procyon Advisors, LLC 0.02% Add +53.3% 3,125 $305K
Capital International Sarl 0.01% New 3,096 $302K
Townsquare Capital LLC 0.00% Add +9.4% 3,065 $299K
Twinbeech Capital LP 0.01% Reduce -86.7% 3,059 $298K
ArrowMark Colorado Holdings LLC 0.00% No change 3,059 $298K
HB Wealth Management, LLC 0.00% Reduce -5.4% 3,032 $296K
Bleakley Financial Group, LLC 0.01% Reduce -10.9% 2,994 $292K
Choreo, LLC 0.00% Reduce -10.2% 2,911 $285K
GF Fund Management Co. LTD. 0.01% — 2,861 $279K
Boston Trust Walden Corp 0.00% Reduce -3.2% 2,855 $279K
D.A. Davidson & Co. 0.00% Add +18.6% 2,810 $274K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 2,807 $274K
Assenagon Asset Management S.A. 0.00% Reduce -11.6% 2,794 $273K
Intrust Bank NA 0.03% New 2,720 $265K
Pension & Wealth Management Advisors, Inc. 0.10% Add +660.1% 2,683 $262K
Stephens Inc. 0.00% Reduce -13.1% 2,667 $260K
Kovack Advisors, Inc. 0.03% Reduce -20.7% 2,642 $258K
Wealth Alliance, LLC 0.03% Reduce -54.1% 2,632 $257K
Avantax Advisory Services, Inc. 0.00% Reduce -58.6% 2,587 $252K
Next Level Private LLC 0.10% No change 2,535 $247K
Westpac Banking Corp. 0.02% Reduce -92.2% 2,497 $244K
Signaturefd, LLC 0.00% Reduce -20.7% 2,482 $242K
Frontier Capital Management Co. LLC 0.00% Reduce -95.3% 2,460 $240K
AE Wealth Management LLC 0.00% New 2,449 $239K
Focus Partners Wealth 0.00% New 2,428 $237K
Keudell/Morrison Wealth Management 0.06% Add +8.7% 2,422 $236K
Kestra Private Wealth Services, LLC 0.00% New 2,416 $236K
Moloney Securities Asset Management, LLC 0.03% Reduce -6.1% 2,402 $234K
Profund Advisors LLC 0.01% Reduce -45.2% 2,391 $233K
Arax Advisory Partners 0.01% Add +156.5% 2,375 $232K
Venturi Wealth Management, LLC 0.01% Add +677.7% 2,372 $231K
Merit Financial Group, LLC 0.00% New 2,332 $228K
Park Place Capital Corp 0.06% Add +42.0% 2,319 $226K
Wedbush Securities Inc. 0.01% Add +5.8% 2,300 $224K
Mufg Securities Americas Inc. 0.03% — 2,296 $224K
Elevation Wealth Partners, LLC 0.09% No change 2,270 $221K
Generali Asset Management SPA SGR 0.01% — 2,222 $217K
Net Worth Advisory Group 0.06% Reduce -0.2% 2,192 $214K
Integrated Wealth Concepts LLC 0.00% Add +23.7% 2,186 $213K
Frank, Rimerman Advisors LLC 0.02% New 2,181 $213K
PFG Investments, LLC 0.01% Reduce -6.7% 2,150 $210K
Sequoia Financial Advisors, LLC 0.00% Reduce -33.8% 2,143 $209K
Horizon Investments, LLC 0.01% Add +0.5% 2,136 $208K
HighPoint Advisor Group LLC 0.01% Add +19.8% 2,182 $207K
Coldstream Capital Management Inc. 0.00% Add +6.0% 2,119 $207K
Ellevest, Inc. 0.01% Reduce -45.1% 2,108 $206K
Prudential PLC 0.00% No change 2,101 $205K
Principal Securities, Inc. 0.00% Reduce -14.1% 2,020 $197K
Resources Management Corp. /CT/ 0.03% No change 2,019 $197K
PEAK6 LLC 0.01% — 1,948 $190K
GeoWealth Management, LLC 0.01% Add +14.9% 1,932 $188K
GAMMA Investing LLC 0.02% Reduce -3.7% 1,852 $181K
Twin Tree Management, LP 0.00% New 1,820 $178K
Y.D. More Investments Ltd 0.02% No change 1,800 $176K
Allianz SE 0.00% New 1,786 $174K
Cary Street Partners Investment Advisory LLC 0.11% Reduce -40.9% 1,783 $174K
Quarry LP 0.03% Add +781.9% 1,755 $171K
Ameritas Investment Partners, Inc. 0.01% No change 1,577 $154K
Erste Asset Management GmbH 0.00% Reduce -28.6% 1,500 $147K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -96.9% 1,409 $137K
Parallel Advisors, LLC 0.00% Add +30.0% 1,365 $133K
Advisors Asset Management, Inc. 0.00% Reduce -30.7% 1,289 $126K
Ostrum Asset Management 0.01% Reduce -4.0% 1,255 $122K
Cetera Trust Company, N.A 0.08% Reduce -30.6% 1,225 $119K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -20.0% 1,200 $118K
Blue Trust, Inc. 0.00% Reduce -51.5% 1,164 $114K
MAI Capital Management 0.00% New 1,149 $112K
Jones Financial Companies LLLP 0.00% Add +192.9% 1,119 $109K
Leonteq Securities AG 0.01% Add +272.1% 1,012 $99K
Farther Finance Advisors, LLC 0.00% Reduce -31.3% 931 $91K
Global Retirement Partners, LLC 0.00% Add +78.4% 803 $78K
Lindbrook Capital, LLC 0.01% Reduce -1.4% 782 $76K
Manchester Capital Management LLC 0.01% Reduce -32.5% 778 $76K
Private Trust Co. NA 0.01% Add +30.2% 776 $76K
Sherman Asset Management, Inc. 0.07% — 766 $75K
Aster Capital Management (DIFC) Ltd 0.03% Reduce -58.4% 763 $74K
Quadrant Capital Group LLC 0.01% Reduce -11.4% 762 $74K
Muzinich & Co., Inc. 0.05% No change 758 $74K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -71.0% 680 $73K
Versant Capital Management, Inc 0.02% Add +129.9% 745 $73K
Steph & Co. 0.02% Reduce -76.2% 730 $71K
Smartleaf Asset Management LLC 0.01% Add +1.8% 720 $70K
Whittier Trust Co. 0.00% Reduce -99.2% 694 $68K
Hilltop National Bank 0.02% No change 686 $67K
Motco 0.01% Reduce -9.9% 681 $66K
True Wealth Design, LLC 0.02% Add +663.5% 649 $63K
Brooklyn Investment Group 0.02% Add +1.8% 641 $63K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +51.2% 620 $60K
HM Payson & Co. 0.00% Reduce -14.3% 600 $59K
Spire Wealth Management 0.00% Add +72.5% 595 $58K
Sentry Investment Management LLC 0.03% Reduce -14.1% 581 $57K
Loomis Sayles & Co. L P 0.00% No change 549 $54K
Allworth Financial LP 0.00% Add +13.1% 536 $54K
Cary Street Partners Financial LLC 0.00% — 515 $50K
Bruce G. Allen Investments, LLC 0.04% Add +5.8% 514 $50K
Trust Co. of Vermont 0.00% No change 500 $49K
CVA Family Office, LLC 0.01% Reduce -6.0% 455 $44K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -84.3% 443 $43K
Parkside Financial Bank & Trust 0.01% Reduce -0.7% 404 $39K
Heritage Wealth Advisors 0.00% No change 350 $34K
Global X Japan Co., Ltd. 0.00% Add +17.9% 342 $33K
Rothschild Investment LLC 0.00% Add +22.5% 332 $32K
GPS Wealth Strategies Group, LLC 0.00% No change 330 $32K
CENTRAL TRUST Co 0.00% Reduce -0.3% 326 $32K
Bayforest Capital Ltd 0.04% — 323 $32K
Headlands Technologies LLC 0.00% Reduce -8.5% 303 $30K
Colonial Trust Co / SC 0.00% Add +514.3% 301 $29K
EverSource Wealth Advisors, LLC 0.00% Add +57.7% 298 $29K
Deseret Mutual Benefit Administrators 0.01% Add +21.6% 293 $29K
Riverview Trust Co 0.03% Reduce -2.4% 286 $28K
Eagle Bay Advisors LLC 0.02% Reduce -65.8% 279 $28K
Concourse Financial Group Securities, Inc. 0.00% Reduce -35.9% 273 $27K
Caitong International Asset Management Co., Ltd 0.03% — 274 $27K
Clearstead Advisors, LLC 0.00% Reduce -12.1% 261 $25K
UMB Bank, n.a. 0.00% Reduce -0.4% 260 $25K
Harbour Investments, Inc. 0.00% Reduce -11.4% 248 $24K
Capital Advisors, Ltd. LLC 0.00% Add +23.0% 246 $24K
HHM Wealth Advisors, LLC 0.00% Add +145.0% 245 $24K
MCF Advisors LLC 0.00% Add +2.6% 237 $23K
AdvisorNet Financial, Inc 0.00% Add +2887.5% 239 $23K
Smithfield Trust Co 0.00% No change 220 $22K
Addison Advisors LLC 0.01% Reduce -73.0% 213 $21K
Harbor Investment Advisory, LLC 0.00% Reduce -93.5% 200 $20K
Gables Capital Management Inc. 0.01% No change 190 $19K
Wiser Advisor Group LLC 0.03% Add +1.1% 177 $17K
Hexagon Capital Partners LLC 0.00% New 170 $17K
MV Capital Management, Inc. 0.00% Add +7.0% 169 $16K
IFP Advisors, Inc 0.00% Reduce -5.6% 169 $16K
Cohen & Steers, Inc. 0.00% No change 169 $16K
Mather Group, Llc. 0.00% Reduce -32.5% 143 $14K
Rise Advisors, LLC 0.01% Add +0.7% 141 $14K
Richard W. Paul & Associates, LLC 0.00% Add +67.1% 132 $13K
Covestor Ltd 0.01% Add +3.3% 124 $12K
GW&K Investment Management, LLC 0.00% Add +3.6% 114 $11K
Ransom Advisory, Ltd 0.00% No change 109 $11K
CIBC Private Wealth Group LLC 0.00% Reduce -82.7% 109 $11K
Farmers & Merchants Investments Inc. 0.00% No change 108 $11K
Larson Financial Group LLC 0.00% Reduce -28.1% 105 $10K
Pinnacle Bancorp, Inc. 0.00% Reduce -24.1% 104 $10K
Meeder Asset Management Inc. 0.00% Reduce -1.9% 104 $10K
Ridgewood Investments LLC 0.00% No change 100 $10K
TCTC Holdings, LLC 0.00% New 99 $10K
SouthState Bank Corp 0.00% New 95 $9K
Kestra Investment Management, LLC 0.00% New 93 $9K
Pacific Center for Financial Services 0.00% Add +1.1% 93 $9K
Avion Wealth 0.00% Add +1.0% 101 $9K
AlphaQuest LLC 0.00% New 88 $9K
Wilmington Savings Fund Society, FSB 0.00% Reduce -77.7% 80 $8K
Private Wealth Management Group, LLC 0.00% Reduce -33.3% 78 $8K
NewEdge Advisors, LLC 0.00% Reduce -35.7% 72 $7K
Fortitude Family Office, LLC 0.00% Reduce -14.5% 71 $7K
Glen Eagle Advisors, LLC 0.00% No change 67 $7K
NFSG Corp 0.00% New 67 $7K
Lavaca Capital LLC 0.00% New 63 $6K
FSA Wealth Management LLC 0.00% Add +1.6% 62 $6K
NBT Bank, N.A. 0.00% No change 56 $5K
ORG Partners LLC 0.00% Add +103.8% 53 $5K
Physician Wealth Advisors, Inc. 0.00% New 50 $5K
Quent Capital, LLC 0.00% Reduce -79.4% 50 $5K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $5K
CoreCap Advisors, LLC 0.00% Add +79.2% 43 $4K
DT Investment Partners, LLC 0.00% Reduce -25.0% 42 $4K
First Horizon Advisors, Inc. 0.00% Reduce -28.1% 41 $4K
West Branch Capital LLC 0.00% No change 40 $4K
Bogart Wealth, LLC 0.00% New 40 $4K
Abound Wealth Management 0.00% No change 36 $4K
Bokf, NA 0.00% Add +825.0% 37 $4K
Clean Yield Group 0.00% Reduce -92.6% 35 $3K
High Note Wealth, LLC 0.00% New 34 $3K
Dunhill Financial, LLC 0.00% Add +32.0% 33 $3K
Sanctuary Wealth Management, L.L.C. 0.00% Add +120.0% 33 $3K
Brown Brothers Harriman & Co. 0.00% New 33 $3K
Coppell Advisory Solutions LLC 0.00% No change 31 $3K
Bell Investment Advisors, Inc 0.00% Reduce -13.9% 31 $3K
Kozak & Associates, Inc. 0.00% New 30 $3K
Continuum Advisory, LLC 0.00% Reduce -9.1% 30 $3K
Avior Wealth Management, LLC 0.00% Add +21.7% 28 $3K
WASHINGTON TRUST Co 0.00% Reduce -98.9% 27 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 26 $3K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
Grove Bank & Trust 0.00% Reduce -19.2% 21 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 20 $2K
Godsey & Gibb, Inc. 0.00% No change 20 $2K
Cullen/Frost Bankers, Inc. 0.00% New 20 $2K
Sachetta, LLC 0.00% Reduce -94.1% 19 $2K
CBIZ Investment Advisory Services, LLC 0.00% Add +5.9% 18 $2K
Salem Investment Counselors Inc. 0.00% No change 17 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 16 $2K
Darwin Wealth Management, LLC 0.00% No change 16 $2K
Wolff Wiese Magana LLC 0.00% No change 15 $1K
Financial Network Wealth Advisors LLC 0.00% Reduce -11.8% 15 $1K
Cornerstone Planning Group LLC 0.00% Add +100.0% 14 $1K
Painted Porch Advisors LLC 0.00% New 14 $1K
Raffa Wealth Management, LLC 0.00% No change 14 $1K
Caldwell Trust Co 0.00% No change 14 $1K
Carolinas Wealth Consulting LLC 0.00% No change 10 $989
Millstone Evans Group, LLC 0.00% — 9 $878
Quest 10 Wealth Builders, Inc. 0.00% — 8 $780
Conquis Financial LLC 0.00% — 8 $780
Sierra Ocean, LLC 0.00% — 8 $780
Clark Wealth Partners 0.00% — 8 $780
Old Second National Bank of Aurora 0.00% New 8 $780
BOK Financial Private Wealth, Inc. 0.00% New 7 $693
Principia Wealth Advisory, LLC 0.00% — 7 $683
Key Financial Inc 0.00% No change 7 $683
WealthTrak Capital Management LLC 0.00% — 5 $488
Nvwm, LLC 0.00% New 5 $488
TFC Financial Management, Inc. 0.00% No change 5 $488
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -96.3% 5 $488
Bear Mountain Capital, Inc. 0.00% No change 3 $301
NewSquare Capital LLC 0.00% New 3 $293
Winnacle Wealth LLC 0.00% — 3 $275
Cape Investment Advisory, Inc. 0.00% Add +100.0% 2 $195
Sound Income Strategies, LLC 0.00% No change 2 $195

"% of holder's portfolio" is ARE's weight in each manager's 13F, not the share of Alexandria Real Estate Equit the manager owns.